Organizing Files from the Contact Profile

Keeping your client files organized is important to keeping your business running smoothly and efficiently. Adding a folder to a contact profile can help you categorize your client’s files and keep them organized. Be aware that you cannot make folders visible to clients. Files can only be shared individually.

Adding a Folder

Click on a Contact in Canopy to manage their files, including adding a folder to organize files.

Click the Files tab in the contact profile.

Click the New Folder icon.

In the Name Your Folder pop up window, type a Folder Name in the textbox.

Click Create.

Your new folder will show on the Files screen.

Moving files

You will not be able to move files until a folder is created. Refer to the section above for more details on creating a folder. Click on a Contact in Canopy to manage their files, including adding a folder to organize files.

Click the Files tab in the client profile.

Select a file.

Select more than 1 file by holding down control on your keyboard and clicking on more files.

Right click on your selected file to view other options.

Click Move.

In the pop up window, select the appropriate folder for your file.

Click Move here.

Once your selected file has moved, it will show under the designated folder.

Deleting a Folder

Click on a Contact in Canopy to view the client’s files and folders. Be aware that deleting a folder deletes all of the files in the folder as well.

Click the Files tab in the contact profile.

Right click on the folder you wish to delete.

Click Delete.

A notification will pop up asking if you are sure you want to delete this folder.